Jennifer Diaz_Presentation Of Professional Capabilities Sept 2011

2011
JENNIFER DIAZ
LICENSED NYS NOTARY PUBLIC
10 YRS. EXP.:
OFFICE MANAGEMENT & ADMINISTRATION

PRESENTATION OF
PROFESSIONAL CAPABILITIES
Jennifer Diaz
Email: jen.diaz@live.com
LinkedIn Profile
AIM: jendiaz21

Table of Contents
____________________________________________________________________________________________________________

Resume ...................................................................................................... 3
Coverletter .................................................................................................. 5
Biography ................................................................................................... 7
Professional Mission Statement .................................................................. 7
Office Management and Administration..................................................... 8
Bookkeeping............................................................................................. 10
Marketing & Database Management ........................................................ 12
References ................................................................................................ 15
Thank You ................................................................................................ 15

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Jennifer Diaz, Presentation of Professional Capabilities 2

Jennifer Diaz
Tel: (718) 827-0652 E-mail: jen.diaz@live.com
____________________________________________________________________________________________________________

September 2011

Subject: Consideration for Employment at your Organization
Administrative Position - Resume and Cover Letter

Dear Sir or Madam,

Thank you in advance for your time and careful review of my cover letter and resume. Please accept this
letter as an application for consideration of employment at your organization.

I aim to acquire a position within a firm that is seeking a competent, sincere and trustworthy individual
capable of making a positive contribution. I offer a solid and diverse background (Non-Profit, Small Business
and Corporate America) that can be drawn upon and applied to any situation or setting. I welcome challenge,
responsibility, and the opportunity to make a commitment to your organization.

Throughout my 10 years of experience in office management & administration functions, I have always
prided myself with providing a high level of service, confidentiality, managing time efficiently and having the
ability to handle multiple tasks, such as spreadsheets, expense reports, travel arrangements and taking other
actions that compliment an organization’s goals, simultaneously. In my profession there are standards and
expectations – overall, I always aim to go above and beyond the anticipated call of duty.

Presentation of Professional Capabilities – Enclosed

As an experienced business administration professional, I am confident I can deliver results that will
enhance your organization’s platform. As the sole Executive Assistant to Wall Street Veteran, Quintano
Downes, CEO of APB Financial Group, LLC, I was responsible for calendar management, meeting scheduling,
coordinating conference calls, and providing the trading desk with administrative support. I also had the honor
to have entrusted in me the responsibilities of Client Relations Manager. My aim was to enhance relationships
with house accounts (Hedge Funds, Investment Managers), encourage customer loyalty, promote repeat
business (Trading & Execution: US Equity and Fixed Income) and aid in acquiring new clients. By combining
creative and technical aspects into my overall approach, I was able to distribute information at great capacities
and implement an electronic customer relationship management system.

This past year at APB, my accomplishments included: 18 Completed RFI/ RFP/ Questionnaires, 16
MBE Directed Plan Sponsor and Manager of Managers Program Approvals, Aided with 10 Newly Opened
DVP Client Accounts, Organized 700+ APB LinkedIn Group Members and a Customized CRM Database with
40K Industry Firms/190K Contacts. I truly enjoyed strategizing about various marketing initiatives, working on
establishing a business identity, exposing that identity to the investment community, implementing my very
own tactical marketing plan and working with Mr. Downes on innovative products; such as an Independent
Research Platform with 15+ Providers and a Capital Introduction Program as significant value-add offerings to
active and prospective clients.


Prior to joining APB, as Senior Executive Assistant to Wall Street Hall of Famer, Patricia Winans, CEO
of MAGNA Securities Corp. for 5 years, I served as a domestic and international gatekeeper for company
personnel (NY, IL, & UK), clients, and industry executives. At MAGNA, I was responsible for a wide variety
of administrative functions such as arranging overseas and nationwide travel, preparing correspondence, letters,
memoranda, reports and handling confidential materials. With a self-starter mentality, I also took upon myself
several initiatives in the field of Data Management & eMarketing. I was able to structure a contact database
tailored for the use of an MBE broker dealer firm. My database had a major role in increasing our sales team’s
performance by providing MAGNA’s registered representatives with a complete view of client interactions
across six trading desks (i.e. Canadian & Asian Equity Desks); this in turn enabled our team to collaborate and
respond promptly and knowledgeably to client inquiries and opportunities.

I too had a prominent role in MAGNA’s RFP responses to Plan Sponsors, Consultants and Investment
Managers. I maintained a knowledge base of ready-to-use RFP content for faster and more efficient turnaround
of answers. I was responsible for making sure our RFP replies remained current, accurate and relevant to each
of MAGNA’s products and services. My knowledge base also allowed me to apply for and maintain company
M/WBE Certifications nationwide (24+ states). eMarketing initiatives included design of MAGNA’s eBrochure
and creating highly effective/tracked e-mail campaigns, which were instrumental to reaching out to prospective
and active clients on a very large scale.

Sample Work – Provided Upon Request

Thank you very much for your time and careful consideration for employment. I look forward to the
possibility of learning more about your organization and hearing from you in the near future to schedule an
interview at your convenience. Have a pleasant day!

Respectfully,

Jennifer Diaz


Jennifer Diaz
Tel: (718) 827-0652 E-mail: jen.diaz@live.com
____________________________________________________________________________________________________________

Objective To secure a challenging position within an organization which can benefit from my 10
years of experience in office management and administration functions.

Education
Present CUNY School for Professional Studies, Candidate for B.S. in Business, New York
Relevant Courses: Global Business, E-Commerce, Managerial Economics and Corporate
Finance
2006 Interboro Institute, A.O.S. Degree in Business Administration, Concentration in
Accounting, New York
Relevant Courses: Accounting I & II, Computerized Accounting, Money & Banking and
Microeconomics

Licenses New York State Notary Public, License No. 01D16193860, Expiration Date: 09/2012

Experience

06/10-08/11 APB Financial Group, LLC., New York, New York
Senior Executive Assistant to CEO
- Created presentations, responsible for electronic file maintenance, prepare client letters /
correspondence.
- Coordinated client meetings & travel arrangements nationwide.
- Facilitated special projects as needed.
Client Relations Manager
- Enhanced relationships with house accounts, encourage customer loyalty, promote
repeat business and aid in acquiring new clients for LLC.
-Responsible for company-wide RFP/RFI/Questionnaire responses and MBE
Certifications.
-Established presence in social media/ networks and customized internet CRM database
for sales team.

01/07-06/10 Magna Securities Corp., New York, New York
Senior Executive Assistant to CEO
- Answered phones, direct calls, screen emails and took actions where appropriate.
- Responsible for maintaining calendar, scheduling meetings, and processing expense
reports.
- Coordinated domestic & international travel arrangements: car, flight and hotel
reservations.
eMarketing and Data Management
-Developed and implemented strategic e-marketing plan for corporation.
-Responsible for website maintenance and design of eBrochure.
-Created, executed and tracked highly effective e-mail marketing campaigns.
Designed, implemented, evaluated, secured and maintained company database.


10/05- 01/07 Magna Highlight Capital Management, LLC., New York, New York
Bookkeeping and Office Administration
-Maintained and recorded business transactions for Wall Street hedge fund.
-Balanced ledgers, prepared financial reports and assisted in preparations of audits & tax
returns.
-Supervised office activities to achieve maximum expense control and productivity.
-Developed procedures for office activities, such as filing, record maintenance and mail
distributions.

11/03-10/05 Maz Mezcal, The Mexican Restaurant, New York, New York
Office Management and Marketing
-Responsible for the direction and coordination of small business office operations.
-Ensured adequate inventory of supplies in accordance with inventory cycles and
organizational usage.
-Managed bookkeeping by recording daily cash & credit sales and employee tips.
-Directed and oversaw organization's marketing objectives and initiatives.
-Designed dinner menu, bar menu, wine menu, special party menus, and promotional
items.

10/98-01/01 El Puente Academy for Peace & Justice, Brooklyn, New York
Office Assistance, Clerical Work and Reception
-Registered and maintained proper record of incoming participants of non-profit
organization.
-Assisted in office operations such as sending faxes, answering phones, and taking
messages for staff.
-Responsible for keeping accurate clientele files and maintenance of office equipment &
supplies.
-Organized meetings and planned events for the program director.

Technical Skills Microsoft Access, Excel, Outlook, PowerPoint, Publisher and Word. Adobe Acrobat
Professional and Illustrator. Quickbooks and TaxCut. Sage SalesLogix, Salesforce.com
and RFP Machine.

Languages Fluent in English and Spanish.

Community Affiliations
-Member, National Notary Association
-Member, American Society of Administrative Professionals
-Campaign Mailings & Event Planner Volunteer, Joe Mendola 2009 Campaign for NYC
Comptroller

Interests Current Events, Politics, Performing Arts, Social Issues, Wall Street and Technology.


Biography
__________________________________________________________________________________________________________

Jennifer Diaz, Office Management & Administration Professional.
Ms. Diaz is 27 years old and has 10 years of Business and Office Administration
experience. She has worked at various supervisory positions in a diverse array of
environments: Non-Profit, Small Business and Corporate America. Ms. Diaz has had
extensive practice in providing input to management on the development of office
policies and procedures, while simultaneously handling administrative tasks such as
expense reports, managing calendars and travel arrangements.

Since the inception of her career, Ms. Diaz has had the ability to make crucial decisions and is extremely
proficient in providing marketing and client service oriented solutions. Additionally, she has successfully been
responsible for planning, organizing, and controlling the clerical aspects of the business, including the
preparation, communication, coordination and storage of data to support important operations of an
establishment.

Ms. Diaz has spent the last 6 years in the financial services industry during which she has been employed at
APB Financial Group, LLC and MAGNA Securities Corp. During her role as Senior Executive Assistant to the
CEOs of the aforementioned organizations, she has been responsible for coordination with Investment
Managers and Plan Sponsors and therefore has developed strong and critical knowledge of their respective
guidelines towards the MBE Broker / Dealers business.

Ms. Diaz holds a NYS Notary Public License and an A.O.S. Degree in Business Administration. She is
currently pursuing a B.S. in Business at CUNY School for Professional Studies.

Professional Mission Statement
__________________________________________________________________________________________________________

To Protect and Promote The Interests Of The Company, While Complimenting The Work of
Industry Executives And Serving The Needs Of Their Clients.
__________________________________________________________________________________________________________

Strengths: Dream Job Delivers:
Determined Advancement Opportunities
Loyal Collaborative Environment
Persuasive Leadership Opportunities
Resourceful Sense of Accomplishment
Straight-forward Training / Educational Growth

Current Job Status: Reason For Leaving Last Job:
Looking for Employment Company Downsized


Office Management and Administration
__________________________________________________________________________________________________________

Industries: Executive Support:
Financial Services: Broker Dealer CEO/ President, US Equity Head
Financial Services: Hedge Fund Trader & International Equity Head
Small Business: Restaurant Trader, Hedge Fund Manager and
Non-Profit: Human Rights Institution Business Proprietor

Last Position Level: Department Support:
Management: Supervised Executive Offices
Administrative Assistant and Marketing
Office Manager / Receptionist Accounting / Finance / Bookkeeping

Position Roles: Typing Speed:
Permanent Assignment 50 wpm

 Senior Executive Assistant (Financial Services: MWBE Broker Dealer)

 Executive Support:
 CEO/ President, US Equity Head Trader and International Equity Head Trader
 Position Level
 Management: Supervised Administrative Assistant and Office Manager
 Administrative Tasks Performed for Executives
 Answer and Screen Phone Calls
 Conduct Internet Research
 Compile Materials for and Attend Meetings
 Create Presentations
 Create Spreadsheets
 Electronic File Maintenance
 Maintain Hard Copy Records / Files for Executives
 Make Travel Arrangements: Local, Regional, National & International
 Manage Calendars
 Prepare Expense Reports
 Prepare Letters / Correspondence
 Screen and Respond to Emails
 Take and Transcribe Dictation


 Office Administration (Financial Services: Hedge Fund)

 Back-up Other Administrative Support Personnel
 Collect , Distribute Post Mail / Packages
 Event Planning and Scheduling
 Maintain Appointment / Meeting Calendar
 Maintain Communication with Key Business Contacts
 Manage Executive / Company Communications
 Manage Switchboards / Answer Phones
 Perform Data Entry
 Perform Receptionist Duties
 Plan Employee Events
 Proofread Documents
 Oversee Record Management Practices
 Set-up / Break-down Conference Room

 Office Management (Small Business: Restaurant)

 Building Management / Landlord Relations
 Company Supplies Inventory Management
 Manage and Oversee Leased Equipment
 Oversee Maintenance of Office Space
 Supervise / Manage Office Services and Vendors
 Supervise Subcontractors Making Repairs

 Clerical Work and Reception (Non-Profit: Human Rights Institution)

 Confirm and Schedule Appointments
 File and Maintain Records
 Greet Clients Upon Arrival
 Handle Busy Phones
 Maintain Lobby / Reception Areas
 Provide Information to Visitors
 Set-up Voicemail
 Sort and Distribute Mail
 Transmit Information / Documents


Bookkeeping
__________________________________________________________________________________________________________

Industries: Software Programs:
Financial Services: Hedge Fund QuickBooks
Small Business: Restaurant

 Double Entry System- Computerized Bookkeeping via QuickBooks
 Area of Responsibilities in Financial Services: Hedge Fund

 Financial Reporting
• Financial Statement Preparation and Analysis
♦ Monthly, Quarterly and Year-end Profit & Loss Statements
♦ Balance Sheets
• Reporting to Management
• Support External Audits

 Payables Accounting and Management
• Employee Expense Reports
♦ Enter Data into Accounting System
♦ Establish / Enforce Expense Reimbursement Guidelines
♦ Manage Corporate Credit Cards for Accuracy
 Verify Accurate / Valid Charges
♦ Verify Receipts
• Vendor Management
♦ Vendor Invoices
 Enter Vendor Data into Accounting System
 Code Invoices with General Ledger Accounts
 Review Invoices for Accuracy
 Initiate Corrective Actions
 Verify Funds Available for Payment
 Vendor Payment Processing and Submission

 Tax Reporting and Filing Preparation
• Assist External Tax Preparers
♦ Prepare Year-end Reports
♦ Comply with Tax Reporting Requirements


• Prepare Responses for Tax Notices

 Manage Petty Cash

 Single Entry System- Daybooks / Journals
 Areas of Responsibilities in Small Business: Restaurant

 Revenue and Accounts Receivable
• Recording Day - To -Day Financial Transactions
♦ Perform Data Entry
 Allocating Income into Various Revenue Journals
 Sales Receipts and Cash / Credit Payments
• Details Entered into Daybooks to Enable Posting to Ledgers
• Bring Books to a Trial Balance Stage
• Verify Customer Receipts with Order Receipts
• Initiate Corrective Actions
• Make Bank Deposits


Marketing & Database Management
__________________________________________________________________________________________________________

Industries: Media Types:
Financial Services: Broker Dealer Digital and
Financial Services: Hedge Fund Print
Small Business: Restaurant

Position Level: Targets:
Individual Contributor and Active and Prospect Clients and
Managed a marketing team (one End Consumer
marketing discipline)

Position Work: Marketing Budget:
All Creative and Technical Work Under 5K
Prepared In-house

 Brand Management and Advertising

 Services and Products promoted by:
 Online & Mass Media Advertising Campaigns
• In-house Campaign Development and Implementation
♦ Online Media Analysis/ Results Measurement
 Targeting Geographical Areas
• Determine Strategic Information Regarding Target Audience
♦ Local, Regional, National and International Targets
 Direct Calls & Responses
 Establishing & Maintaining Corporate and Small Business Identity
 Print Media: Brochures / Menus
 Graphic Design – Windows (Microsoft) Platform
 Visual Products Produced or Designed:
 Brochures & Newsletters
 Logos
 Menus
 PowerPoint Presentations
 Web and Email Graphics
 Design Tools:

 Adobe Illustrator & Photoshop
 Microsoft PowerPoint & Publisher
 Lead Generation for Corporate Services
 Lead Types:
 End User: Existing
• Expansion of Business Relationships with Existing Clients
 End User: New
 Methods for Generating Leads
 Execute Email / Direct Mail Campaigns
 Lead Follow-ups
 Make Outbound Calls and Receive Inbound Calls
 Respond to Referrals
 Leads Promoted by:
 Analysis of Past Web-based Campaign Performances
 Cold Calling
 Opportunity Identification
 Maintaining and Updating Account / Lead Databases
 Mining for Data / Information on Industry Executives
 Setting-up Appointments for Sales Reps
 Weekly Qualified Leads Quota:
 1-10 Qualified Leads
 Market Communications (MarCom) and Database Marketing
 Communication Vehicles:
 Online (Web/Internet and Email)
 Direct Mail
 Hard Copy / Print
 MarCom Responsibilities
 Content & Strategy Development
 Database Marketing
 In-House Creative Production
 Database Management Responsibilities
 Access / Security Management
 Capacity Planning
 Create and Analyze Customer Profiles
 Create Data Reports
 Database Performance Measurement / Monitoring


 Data Import / Export
 Data Modeling
 Maintain and Manage Account Database
 Perform Data Hygiene
 Pull Data for Marketing Campaigns
 Use Analytical Software Tools
 Database Software Tools:
 Sage SalesLogix
 Microsoft Access
 The RFP Machine (Knowledge Base)
 OS Platform Proficiencies
 Windows XP Professional
 Windows Vista
 Windows 7
 Marketing Media Buying and Planning
 Media Buying Responsibilities
 Evaluate Media Cost Estimates
 Negotiate Pricing
 Present Media Recommendations / Findings to Supervisor
 Track Marketing Expenditures
 Media Planning Responsibilities
 Analyze, Test & Research Media that Would Be Beneficial for Company
 Continually Optimize Campaigns Tools to Maximize Lead Generation
 Marketing Research
 Research Conducted
 Competitive Intelligence
 Database Research
 Industry Analysis
 Research Methods
 Advertising / Communications Effectiveness
 Campaign Tracking Studies
 Customer Profiling
 Database Analysis
 Industry Behaviors
 Geographic Analysis
 Marketing Initiative & Strategy Assessments


References
__________________________________________________________________________________________________________

 Professional References
o Patricia Winans-Korem
Chief Executive Officer, MAGNA Securities Corp. and MAGNA Highlight Ltd.
Tel.: (407) 797-0499, E-mail: pat@korem5.com

o Quintano Downes
Chief Executive Officer, APB Financial Group, LLC
Tel.: (917) 903-4255, E-mail: qdownes@gmail.com

o Eduardo and Maria Silva
Proprietor and General Manager, Maz Mezcal, The Mexican Restaurant
Tel.: (212) 472-1599, E-mail: mazmezcal@nyc.rr.com

 Personal References
o Susan Brenner
Retail Sales Trader, Vice President, Dominick & Dominick LLC
Tel.: (212) 558-8864

o Taino Roman
Institutional Sales Trader, Vice President, Loop Capital, LLC
Tel.: (201) 334-2428, E-mail: romantaino@yahoo.com

o Kurt Hutchinson
Head Trader, Beckman & Beckman
Tel.: (917) 338-1508, E-mail: khutchinson@buckmanbuckman.com

o Val Guilford
Partner, Park Lane Asset Management
E-mail: valiumguy@aol.com

Thank You
__________________________________________________________________________________________________________

Thank You Very Much For Your Time & Careful Review Of The Enclosed Presentation.
I Would Like To Meet At Your Convenience To Discuss A Possible Employment Opportunity.
I Look Forward To Hearing From You In The Near Future To Schedule An Interview.

Jennifer Diaz
__________________________________________________________________________________________________________


Jennifer Diaz_Presentation Of Professional Capabilities Sept 2011

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